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Aditya Birla SL FTP-TI-1837D(IDCW)

IDCW
11.640.02% (+0.00)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Insufficient Data

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

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Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

Mohit Sharma

AUM:  ₹61,882.41 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

PGDCM - IIM (Calcutta), B. Tech IIT (Madras)

Past Experience

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).

Funds Managed (66)

Aditya Birla SL Dynamic Bond Fund-Reg(Q-IDCW Reinv)

IDCW
1Y Returns
1.06%
3Y CAGR
0.32%
Expense Ratio
1.23%

Aditya Birla SL Dynamic Bond Fund(IDCW-Reinv)

IDCW
1Y Returns
0.82%
3Y CAGR
0.34%
Expense Ratio
0.64%

Aditya Birla SL Medium Term Plan-Reg(Q-IDCW Reinv)

IDCW
1Y Returns
0.87%
3Y CAGR
6.00%
Expense Ratio
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(M-IDCW Reinv)

IDCW
1Y Returns
1.10%
3Y CAGR
0.11%
Expense Ratio
1.23%

Aditya Birla SL Credit Risk Fund-Reg(IDCW-Reinv)

IDCW
1Y Returns
0.58%
3Y CAGR
0.60%
Expense Ratio
1.58%

Aditya Birla SL Short Term Fund(Q-IDCW Reinv)

IDCW
1Y Returns
0.10%
3Y CAGR
0.40%
Expense Ratio
0.38%

Aditya Birla SL Low Duration Fund(W-IDCW Reinv)

IDCW
1Y Returns
0.16%
3Y CAGR
0.15%
Expense Ratio
0.39%

Aditya Birla SL Medium Term Plan(IDCW)

IDCW
1Y Returns
0.48%
3Y CAGR
6.24%
Expense Ratio
0.85%

Aditya Birla SL Credit Risk Fund(IDCW-Reinv)

IDCW
1Y Returns
0.32%
3Y CAGR
1.48%
Expense Ratio
0.68%

Aditya Birla SL Dynamic Bond Fund(M-IDCW Reinv)

IDCW
1Y Returns
0.52%
3Y CAGR
0.71%
Expense Ratio
0.64%

Aditya Birla SL Dynamic Bond Fund(Q-IDCW Reinv)

IDCW
1Y Returns
0.47%
3Y CAGR
0.76%
Expense Ratio
0.64%

Aditya Birla SL Money Manager Fund(W-IDCW Reinv)

IDCW
1Y Returns
0.07%
3Y CAGR
0.03%
Expense Ratio
0.21%

Aditya Birla SL Credit Risk Fund(IDCW)

IDCW
1Y Returns
0.32%
3Y CAGR
1.48%
Expense Ratio
0.68%

Aditya Birla SL Credit Risk Fund-Reg(IDCW)

IDCW
1Y Returns
0.58%
3Y CAGR
0.60%
Expense Ratio
1.58%

Aditya Birla SL Dynamic Bond Fund(IDCW)

IDCW
1Y Returns
0.82%
3Y CAGR
0.34%
Expense Ratio
0.64%

Aditya Birla SL Medium Term Plan-Reg(IDCW-Reinv)

IDCW
1Y Returns
1.19%
3Y CAGR
5.50%
Expense Ratio
1.58%

Aditya Birla SL Medium Term Plan-Reg(H-IDCW Reinv)

IDCW
1Y Returns
0.81%
3Y CAGR
6.12%
Expense Ratio
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(IDCW)

IDCW
1Y Returns
1.40%
3Y CAGR
0.25%
Expense Ratio
1.23%

Aditya Birla SL Short Term Fund(IDCW-Reinv)

IDCW
1Y Returns
8.04%
3Y CAGR
14.72%
Expense Ratio
0.38%

Aditya Birla SL Medium Term Plan(H-IDCW)

IDCW
1Y Returns
0.08%
3Y CAGR
6.89%
Expense Ratio
0.85%

Aditya Birla SL Short Term Fund(Q-IDCW)

IDCW
1Y Returns
0.10%
3Y CAGR
0.40%
Expense Ratio
0.38%

Aditya Birla SL Short Term Fund(IDCW)

IDCW
1Y Returns
8.04%
3Y CAGR
14.72%
Expense Ratio
0.38%

Aditya Birla SL Medium Term Plan(Q-IDCW)

IDCW
1Y Returns
0.15%
3Y CAGR
6.75%
Expense Ratio
0.85%

Aditya Birla SL Dynamic Bond Fund(Q-IDCW)

IDCW
1Y Returns
0.47%
3Y CAGR
0.76%
Expense Ratio
0.64%

Aditya Birla SL Dynamic Bond Fund(M-IDCW)

IDCW
1Y Returns
0.52%
3Y CAGR
0.71%
Expense Ratio
0.64%

Aditya Birla SL Low Duration Fund(DD-IDCW)

IDCW
1Y Returns
0.35%
3Y CAGR
0.02%
Expense Ratio
0.39%

Aditya Birla SL Low Duration Fund(W-IDCW)

IDCW
1Y Returns
0.16%
3Y CAGR
0.15%
Expense Ratio
0.39%

Aditya Birla SL Money Manager Fund(DD-IDCW)

IDCW
1Y Returns
0.00%
3Y CAGR
0.03%
Expense Ratio
0.21%

Aditya Birla SL Money Manager Fund(W-IDCW)

IDCW
1Y Returns
0.07%
3Y CAGR
0.03%
Expense Ratio
0.21%

Aditya Birla SL Short Term Fund(IDCW-Reinv)

IDCW
1Y Returns
7.80%
3Y CAGR
3.06%
Expense Ratio
0.97%

Aditya Birla SL Low Duration Fund(DD-IDCW)

IDCW
1Y Returns
0.35%
3Y CAGR
0.01%
Expense Ratio
1.19%

Aditya Birla SL Short Term Fund(Q-IDCW)

IDCW
1Y Returns
0.58%
3Y CAGR
0.30%
Expense Ratio
0.97%

Aditya Birla SL Medium Term Plan-Reg(Q-IDCW)

IDCW
1Y Returns
0.87%
3Y CAGR
6.00%
Expense Ratio
1.58%

Aditya Birla SL Medium Term Plan-Reg(IDCW)

IDCW
1Y Returns
1.19%
3Y CAGR
5.50%
Expense Ratio
1.58%

Aditya Birla SL Medium Term Plan-Reg(H-IDCW)

IDCW
1Y Returns
0.81%
3Y CAGR
6.12%
Expense Ratio
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(M-IDCW)

IDCW
1Y Returns
1.10%
3Y CAGR
0.11%
Expense Ratio
1.23%

Aditya Birla SL Inv Inc-QS I-Reg(IDCW)

IDCW
1Y Returns
0.11%
3Y CAGR
0.31%
Expense Ratio
0.07%

Aditya Birla SL Low Duration Fund(W-IDCW)

IDCW
1Y Returns
0.06%
3Y CAGR
0.17%
Expense Ratio
1.19%

Aditya Birla SL Money Manager Fund(DD-IDCW)

IDCW
1Y Returns
0.00%
3Y CAGR
0.03%
Expense Ratio
0.34%

Aditya Birla SL Money Manager Fund(W-IDCW)

IDCW
1Y Returns
0.06%
3Y CAGR
0.03%
Expense Ratio
0.34%

Aditya Birla SL Dynamic Bond Fund-Reg(Q-IDCW)

IDCW
1Y Returns
1.06%
3Y CAGR
0.32%
Expense Ratio
1.23%

Aditya Birla SL Short Term Fund(IDCW)

IDCW
1Y Returns
7.80%
3Y CAGR
3.06%
Expense Ratio
0.97%

Aditya Birla SL FTP-TI-1837D-Reg(IDCW)

IDCW
1Y Returns
6.85%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL FTP-TJ-1838D(IDCW)

IDCW
1Y Returns
6.82%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL FTP-TJ-1838D-Reg(IDCW)

IDCW
1Y Returns
6.73%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund(IDCW)

IDCW
1Y Returns
6.72%
3Y CAGR
0.00%
Expense Ratio
0.20%

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund-Reg(IDCW)

IDCW
1Y Returns
6.55%
3Y CAGR
0.00%
Expense Ratio
0.36%

Aditya Birla SL FTP-TQ-1879D-Reg(IDCW)

IDCW
1Y Returns
6.58%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund(IDCW)

IDCW
1Y Returns
6.62%
3Y CAGR
0.00%
Expense Ratio
0.20%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund-Reg(IDCW)

IDCW
1Y Returns
6.83%
3Y CAGR
0.00%
Expense Ratio
0.36%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)

IDCW
1Y Returns
6.99%
3Y CAGR
0.00%
Expense Ratio
0.21%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Reg(IDCW)

IDCW
1Y Returns
6.41%
3Y CAGR
0.00%
Expense Ratio
0.40%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)

IDCW
1Y Returns
6.53%
3Y CAGR
0.00%
Expense Ratio
0.20%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Reg(IDCW)

IDCW
1Y Returns
6.37%
3Y CAGR
0.00%
Expense Ratio
0.35%

Aditya Birla SL FTP-UB-1224D-Reg(IDCW)

IDCW
1Y Returns
6.53%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Reg(IDCW)

IDCW
1Y Returns
6.75%
3Y CAGR
0.00%
Expense Ratio
0.58%

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund(IDCW)

IDCW
1Y Returns
7.13%
3Y CAGR
0.00%
Expense Ratio
0.23%

Aditya Birla SL FTP-UJ-1110D(IDCW)

IDCW
1Y Returns
6.79%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL FTP-UJ-1110D-Reg(IDCW)

IDCW
1Y Returns
6.66%
3Y CAGR
0.00%
Expense Ratio
—

Aditya Birla SL Dynamic Bond Fund-Reg(IDCW)

IDCW
1Y Returns
1.40%
3Y CAGR
0.25%
Expense Ratio
1.23%

Aditya Birla SL Inv Inc-QS I-Reg(IDCW)

IDCW
1Y Returns
0.11%
3Y CAGR
0.31%
Expense Ratio
0.07%

Aditya Birla SL FTP-TI-1837D(IDCW)

IDCW
1Y Returns
6.97%
3Y CAGR
0.00%
Expense Ratio
—

Manager Performance (0)

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